Orion Portfolio Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,687,939
-5.3%
360,936
-1.7%
0.09%
+8.1%
Q2 2023$8,115,299
-2.4%
367,208
+2.3%
0.09%
-16.5%
Q1 2023$8,312,351
-8.8%
358,910
-11.6%
0.10%
-67.7%
Q4 2022$9,111,219
+6.5%
406,207
-0.8%
0.32%
-5.9%
Q3 2022$8,552,000
-14.9%
409,595
+2.4%
0.34%
-15.9%
Q2 2022$10,051,000
-17.3%
399,977
-1.7%
0.40%
-5.6%
Q1 2022$12,160,000
-7.8%
406,821
+1.5%
0.43%
-3.2%
Q4 2021$13,192,000
+0.2%
400,861
-1.2%
0.44%
-8.9%
Q3 2021$13,169,000
-5.6%
405,831
-3.4%
0.48%
-11.7%
Q2 2021$13,951,000
-0.5%
419,968
-3.1%
0.55%
-9.6%
Q1 2021$14,015,000
-1.1%
433,504
-7.6%
0.61%
-8.3%
Q4 2020$14,172,000
+4.8%
468,959
-5.6%
0.66%
-5.8%
Q3 2020$13,518,000
-12.7%
496,998
-11.5%
0.70%
-16.2%
Q2 2020$15,482,000
+515966.7%
561,740
+561640.0%
0.84%
Q4 2019$3,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders